Plan

The Planner skill introduces a new node variant that allows you to plan a todo or event (based on the configuration made in the planner):

Conversation strategy options

The Plan node allows for four different conversation strategies for eliciting the plan:

Strategy
Description

directly suggest 1 option

The bot will directly propose the first available option to which the user only has to reply with yes or no. When answering no, the bot will propose the next available option.

directly suggest multiple options

The bot will directly propose a couple of options out of which the user can choose. The user can also ask for more options after which the bot will present the next couple of slots.

first ask before suggesting 1 option

The bot will ask for the user's preferred date and time first before proposing an option that comes closest to the user's preference. The user can then answer with either yes or no.

first ask before suggesting multiple options

The bot will ask for the user's preferred date and time first before proposing a couple of options that come close to the user's preference.

The other properties that are configurable in all four variants are almost identical, see the below Node properties section for more details

Node properties

Property
Description
Explanation

Strategy

Conversation strategy

The way the conversation will elicit the date and time, see above.

Question (multiple choice)

The question text for choosing one of the provided options

Only applicable when the conversation strategy involves proposing multiple options.

Question (one suggestion)

The question text for confirming one proposed option

Applicable when the conversation strategy involves proposing a single option or when the user requested a particular date and time that just needs to be verified.

Try again

The repeat question when wrong input is provided

This is optional

Failed text

The text to show when the proposed option is no longer available

This only happens when an option becomes unavailable between asking for a time and the user confirming it.

Assign to

To assign the planned event to a variable in the conversation

Flow to collect event details

The flow that is executed to elicit more information from the user just before creating the Todo or Event

For instance to get the name, phone number and reason for the meeting from the user.

Title

The title for the Todo or Event to create

Description

The description for the Todo or Event to create

Outcome

When the Plan succesfully resulted in a planned to Todo or Event in the calendar, the tag plan::success will be set. When it failed, it will set the tag plan::failure. Based on these tags a branch node could be used to handle the different outcomes.

Handle the outcome of the Plan node

Dialog triggers

When the planning requires too many turns, the dialog trigger __ask_max_unknown__ can be used to get users out of the conversation. This way, endless loops can be prevented.

Last updated

Was this helpful?